Theodore J. van Gerven, ​CFP® Modern Wealth Builders, LLC

About Theodore J. van Gerven, CFP®

Are you a Gen X or Y professional looking to:

– Do more with your money

– Invest for financial freedom

– Protect your family, assets, and income

– Plan for the expected and unexpected

At Modern Wealth Builders, my goal is to help you build wealth both monetarily and spiritually. Helping people identify what truly matters to them, and how to use their money efficiently to accomplish those goals is My Why.

I currently split my time traveling back and forth between the island of Martha’s Vineyard and the Greater Boston area meeting with clients both in-person and virtually.

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Recently Published

What is Fiduciary Advice?

July 27, 2020

The frequent advertising may help Northwestern garner more than its share of online snark. Fee-only CFP and master meme artist @TJvanGerven reserved some of his for the firm. https://t.co/5alfGpBlTg — Financial Planning (@finplan) July 21, 2020 Recently, I was mentioned in an article from Financial-Planning.com about the conflicts the financial advisory industry faces. The full […]

The post What is Fiduciary Advice? appeared first on Modern Wealth Builders, LLC.

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What Is Financial Planning And What’s The End Goal?

July 13, 2020

Financial planning is a relatively new profession that can take on a variety of meanings. ⁣ ⁣ The term “financial planning” is also often abused by corporations as a means to sell expensive financial products.⁣ ⁣ In this podcast episode, I discuss what financial planning means to me, and ultimately, what the end goal is.⁣ ⁣ […]

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Should I Refinance My Mortgage? Considerations And A Case Study.

July 10, 2020

Are you considering refinancing a mortgage given the current interest rate environment?⁣⁣⁣ ⁣⁣⁣ In this video, I break down some considerations when looking at a refinance including a unique case study as an example.⁣⁣⁣ ⁣⁣⁣ The biggest factors when looking at refinancing are:⁣⁣⁣ ⁣⁣⁣ 1. The expected interest rate and term⁣⁣⁣ 2. Any closing costs […]

The post Should I Refinance My Mortgage? Considerations And A Case Study. appeared first on Modern Wealth Builders, LLC.

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Ideal Clients

  • Gen Y/Millennials
  • Sales Professionals
  • Technology Professionals
  • Travel Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $300+/mo
  • Flat Fee: $900+/engagement

SEC Records

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